How to send email invoice in WooCommerce

How to send email invoice in WooCommerce

Using WooCommerce, how do you send an invoice through email? Are you not satisfied with WooCommerce’s default email invoice option? Do you need a better way to deliver invoices attached to the emails?

It is necessary for eCommerce sites to maintain store-level standards to sell products and services. Creating and sending customer invoices is a crucial step in accomplishing this task. It is not only crucial for business continuity but also crucial for regulatory compliance to keep track of customer transactions.

In this article, we will share everything you need to know about the significance of making and sending invoices using the WooCommerce PDF Invoices, Packing Slips, Delivery Notes, and Shipping Label plugin.

Let’s begin!

Why should you create and send invoices?

It is both beneficial and essential to automatically create and generate invoices. You can save a lot of time by maintaining this task and using it for other things. So, why do we insist that you create and send invoices every time? Here are the reasons below,

  • Improving the purchasing experience for customers
  • Establish a powerful brand identity
  • Save money and time.
  • Organize and manage invoices
  • Streamline the tax auditing procedure

To automatically generate and send an email with a professional WooCommerce PDF invoice, use this plugin!

How to send email invoices in WooCommerce – Step-by-step method.

Step 1: Installation of the Plugin

Let’s begin with the installation of the plugin. To send email invoices automatically in WooCommerce, first, you need to install and activate the WooCommerce PDF invoices, packing slips, delivery notes, and shipping label plugin from the Add New plugin section. Upon installation, follow the steps to send email invoices.

Add New Plugin from WordPress dashboard
Installing pdf invoice plugin from Add new

At present, you can send email invoices automatically using the Basic and Pro version of the plugin.

Step 2: Navigate to the Invoice Settings page

Open the Invoice settings page from the WordPress dashboard Invoice/Packing > Invoice

In the basic setup of the plugin, you can configure the general settings for the invoices. The settings included in the general tab are as shown below:

General settings of Invoice

There are two options to configure the settings to send email invoices.

enabling to send invoice automatically
  • Here, you can create invoices automatically for the selected order status. You can choose multiple statuses including pending payment, processing, on hold, etc.

Choosing order status is as shown below:

Order status
  • Likewise, enable Attach PDF invoice in order email option to attach a PDF version of the currently active invoice template in the order email.

Finally, click on the Update Settings button.

When using WooCommerce PDF Invoice, Packing Slip, Delivery Notes, and Shipping Labels Premium Version

If you’re using the Pro version of the WooCommerce PDF Invoices, Packing Slips, Delivery Notes, and Shipping Labels plugin. Follow the instructions to send email invoices.

Step 1: Navigate to the Invoice Settings page

Open the Invoice settings page, by clicking on the Invoice/Packing menu from the sidebar as same as the basic version.

As we see in the basic version, similarly in the premium version, there are two options to configure the settings to send email invoices.

options to send email invoices
  • Here, you can create invoices automatically for the selected order status. You can choose multiple statuses including pending payment, processing, on hold, etc.
  • Likewise, enable Attach PDF invoice in order email option to attach a PDF version of the currently active invoice template in the order email.

Finally, click on the Update Settings button.

Step 3: PDF Invoice attachment

Below shows the option to download the PDF attached to the order mail.

invoices attached to the order email

Wrapping Up

There is no question that all business owners must create and send email invoices to their customers. However, you cannot really regulate them better even though the process is simple. The plugin makes it easier. A proper plugin can improve the client experience and make the entire process more methodical. By doing this, you can save time, and money, which means your company can benefit from other online selling opportunities.